Stay ConnectedListen for investment news and in-depth company research.
Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, joins us from our London offices to discuss the Treasury yield curve flattening and the Fed. Abhay Deshpande, founder and CIO at Centerstone Investors, joins the show to discuss the equity market and some stocks and sectors he likes in the face of economic headwinds.Mark Douglas, CEO at MNTN, joins the show to preview Netflix earnings and outlook for streaming services. Matt Miller and Guy Johnson interview the CEO of Rolls Royce. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, joins the show to preview big tech earnings next week and discusses his latest tech research. Scott Levine, analyst with Bloomberg Intelligence, and Emily Wilkins, Congressional reporter with Bloomberg Government, joins the show to talk about the Biden admin tapping the oil reserves, what it means for gas prices and oil companies, and the political implications of the move. Steve Lee, Marketing Manager for the Ford 2023 F-Series Super joins to talk about Ford’s latest vehicle, sustainable options for expanding its fleet, and outlook for Ford stock and the company. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Alison Williams, Senior Global Banks and Asset Managers Analyst, discusses Bank of America earnings and Goldman Sachs’ organizational shakeup. Sameer Samana, Senior Global Market Strategist at Wells Fargo, joins the show to discuss sectors he’s looking at and outlook for equities. Hans Dau, CEO of Mitchell Madison Group, joins the show to discuss Xi Jinping being elected to a third term in China, Chinese stocks rising in the US premarket, and tensions with the US. Tim Craighead, European Equity Strategist with Bloomberg Intelligence, joins the show to talk about the FTSE buyback surge. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, discusses Roblox stock moves today. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, joins the show to discuss Netflix and Fox Corp and why they’re both moving in the premarket, as well as the latest developments on streaming. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to talk about the latest bank earnings. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses his latest research on COVID booster plans and whether they are flawed. He also talks about Pfizer stock after yesterday's premarket move. Jennifer Bartashus, Senior Equity Research Analyst, Consumer Staples and Retail, joins the show to discuss the potential merger between Kroger and Albertsons. She also discusses Beyond Meat’s premarket move. Mari Shor, Senior Equity Analyst at Columbia Threadneedle investments, talks about retail sales, gives her outlook for equity markets and sectors she thinks will perform well in the face of economic headwinds, and previews holiday spending. Hosted by Paul Sweeney and Nathan Hager.
See omnystudio.com/listener for privacy information.
Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data. Mona Mahajan, Senior Investment Strategist with Edward Jones, discusses her sector picks and outlook for the equity market in 2022. Anna Wong, Chief US Economist with Bloomberg Economics and Bloomberg News Markets correspondent Kriti Gupta join the show to break down the latest inflation reading. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Walgreens earnings and outlook for the company. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the show to discuss the latest inflation data, previews bank earnings, and discusses what to expect from the economy in Q4. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, joins the show to talk about the huge job cuts coming to Intel and Uber and Lyft shares sliding yesterday following Labor Department worker reclassification proposals. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss outlook for stocks, rising credit card balances, and Bloomberg Economic’s preview of Fed Minutes, in which they warn of a wage-price spiral. Gary Shilling, President at A. Gary Shilling & Co. Inc., talks about the Fed and the global economy. Matt Winkler, Bloomberg editor-in-chief emeritus, joins the show to discuss his recent column on Israel’s politics and economy. George Ferguson, Senior Aerospace/Defense and Airlines analyst with Bloomberg Intelligence, joins the show to talk about his recent research on Frontier Airlines, the airline industry, and outlook for upcoming earnings. Ken Shea, Senior Analyst: Beverages, Tobacco/Cannabis with Bloomberg Intelligence, joins the show to talk about Pepsi earnings, Monster Beverages sliding in the premarket, and outlook for food and beverage prices amid economic headwinds. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasury yields and auctions. Cole Smead, President & Portfolio Manager at Smead Capital Management, gives his stock picks and discusses his outlook for equities. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show from Las Vegas where he’s at the Web3-crypto conference to discuss the outlook for crypto and risk assets, as well as commodities with the war in Ukraine ramping up. Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to discuss Credit Suisse facing an $8 billion shortfall and gives us a preview of bank earnings this week.Brian Egger, with Bloomberg Intelligence, joins the show to discuss Carnival’s stock dip in the pre-market, outlook for cruises and lodging, and other travel-related issues. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Cameron Crise, Macro Strategist with Bloomberg News, discuss the equity market ahead of inflation data and bank earnings this week. Chris Beals, CEO of Weedmaps (NASDAQ: MAPS), joins the show to discuss his company, the cannabis industry, and how the sector rallied after President Biden’s announcement on marijuana. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss recent BI findings on why it’s so difficult to untangle the US-China tech supply chain. Brendan Murray, Trade Tsar with Bloomberg News, joins Woo Jin Ho to discuss further supply constraint. Mandeep Singh, senior technology analyst with Bloomberg Intelligence, joins the show to discuss Nvidia and other chip stocks struggling as the semiconductor industry has one of its worst years in over a decade. Kevin Tynan, Senior Automotive Analyst with BI, also joins to discuss auto pre-market movers, Ford and Rivian. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, joins the show for a roundtable to discuss the latest on the Ukraine war, and Ros Mathieson, Bloomberg News Executive Editor for International Government, joins the show to talk about the latest tensions between China, Taiwan, and the US. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, discusses Credit Suisse offering to buy back debt. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, and Bloomberg anchor Kailey Leinz, host of ‘The Lineup’ on Fridays, join the show to talk about the ESPN-DraftKings near partnership. Poonam Goyal, Senior Analyst, US Retailing with Bloomberg Intelligence, and Jess Menton, equities reporter with Bloomberg News, talk about signs of a tech slowdown with Amazon abandoning its auto delivery robot and chip makers delivering grim outlooks. Jason Wilson, Cannabis Research and Banking Expert with ETF Managers Group, joins to discuss President Biden’s marijuana pardoning, the sector, and his ETF products. Kathy Burton, hedge fund reporter with Bloomberg News, and Tom Maloney, Editor with Bloomberg News, discuss their “Big Take” story on Steve Cohen’s past legal troubles and how has Mets ownership has overshadowed them. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the show to discuss European equities. Amena Bakr, Chief OPEC correspondent with Energy Intelligence, joins the show to discuss Nord Stream sabotage and OPEC production cuts. Scott Levine, analyst with Bloomberg Intelligence, joins the show to talk about Halliburton stock driving the late day push yesterday and outlook for energy in the US. Bloomberg Washington correspondent Joe Mathieu joins as well to talk about the political response in the US to the OPEC+ move.Mandeep Singh, Senior Technology analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush securities, talk about Twitter and tech stocks. Joe Meyer, CEO and Founder at Meyer Capital, makes sector and stock picks and gives his market outlook for 2022. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Erica Adelberg, MBS strategist with Bloomberg Intelligence, discusses the mortgage market, interest rates, and the Fed. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to discuss the stock market, the Fed, and gives his macro outlook. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about the private debt. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, and Ed Ludlow, west coast correspondent with Bloomberg News, discuss Elon Musk, Twitter, and Tesla. Matthew Palazola, Senior Analyst of P&C Insurance with Bloomberg Intelligence, joins the show to discuss the effects of Hurricane Ian and outlook for insurance. Alison Williams, Senior Global Banks and Asset Managers analyst, discusses the latest on Credit Suisse and banks. Priscila Azevedo Rocha, with Bloomberg News, discusses the latest BN story on greenwashing entering the debt market and derailing climate goals. Hosted by Paul Sweeney and Matt Miller.
See omnystudio.com/listener for privacy information.
Our TOPPODCAST Picks 
